A detailed history of Capital Advisors, Ltd. LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 3,228 shares of MGMT stock, worth $141,321. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,228
Previous 2,100 53.71%
Holding current value
$141,321
Previous $75,000 65.33%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$34.88 - $39.23 $39,344 - $44,251
1,128 Added 53.71%
3,228 $124,000
Q2 2024

Jul 25, 2024

BUY
$35.08 - $37.53 $73,668 - $78,813
2,100 New
2,100 $75,000

Others Institutions Holding MGMT

About UNIFIED SER TR BALLAST SMALL/M


  • Ticker MGMT
  • Sector ETFs
  • Industry ETFs
More about MGMT
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